Defined Benefit (Pension) · DOL Form 5500 · 2022

Woodmen of the World Insurance Society Pension Plan

Data updated 2026-08-06

$719M
Total assets
311
Participants
98th
Percentile by assets
$2.3M
Avg per participant
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Official DOL plan name: Retirement Plan for Employees and Representatives of Woodmenlife · Sponsored by Woodmen of the World Insurance Society · Nebraska · Finance & Insurance

$719M in assets, 311 participants

Woodmen of the World Insurance Society's Retirement Plan for Employees and Representatives of Woodmenlife reported $719M in total assets and 311 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 98th percentile by assets (of 139,258 plans)
  • #9,003 in Finance & Insurance (9,267 peers)

Where Retirement Plan for Employees and Representatives of Woodmenlife sits by assets

Retirement Plan for Employees and Representatives of Woodmenlife sits in the top 5% of all filed plans by assets, $719M for 311 participants (~$2.3M/participant), down 9.8% in 2022.

$719M
total plan assets (2022 EOY)
311
covered participants
98th
percentile by assets (of 139,258 plans)
$2.3M
avg assets per participant

The plan reported a net loss of $78M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Retirement Plan for Employees and Representatives of Woodmenlife vs the 2022 asset distribution

By assets, Retirement Plan for Employees and Representatives of Woodmenlife outranks 98% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 7.2x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$797M
Net Assets (End of Year)$719M
Net Income-$78M
Employer EIN470339250
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodmen of the World Insurance Society)

$800M$850M$900M$950M$1,000M$1,050M 202220232024 $830M $988M ▲ +19.0%
Total plan assets by year, all Woodmen of the World Insurance Society plans on file
Year Plans Participants Total Assets
2022 2 1,580 $830M
2023 2 1,604 $911M
2024 2 1,712 $988M

Nearby Defined Benefit (Pension) Plans in Nebraska

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees and Representatives of Woodmenlife vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants

Retirement Plan for Employees and Representatives of Woodmenlife vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 012345 Total assets ($B) Participants Retirement Plan for …Pension Plan for Sal…Berkshire Hathaway C…Mutual of Omaha Reti…The Restated Ag Proc…Omaha Construction I…
Retirement Plan for Employees and Representatives of Woodmenlife vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees and Representatives of Woodmenlife by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan for Employees and Representatives of Woodmenlife assets move in 2022?
Retirement Plan for Employees and Representatives of Woodmenlife pulled back noticeably - down 9.8% during 2022, from $797M to $719M. Reported net income was -$78M.
How have Woodmen of the World Insurance Society plan assets changed over time?
Across 3 plan years on file (2022-2024), Woodmen of the World Insurance Society's sponsor-wide assets grew 19.0%, from $830M to $988M.
Where does Retirement Plan for Employees and Representatives of Woodmenlife rank by assets among Form 5500 filers?
Retirement Plan for Employees and Representatives of Woodmenlife ranks in the 98th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees and Representatives of Woodmenlife?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chs Inc. Pension Plan in MN ($719M, 6,900 participants).

Next read for Retirement Plan for Employees and Repres…

Scale reading

Ways to act on Retirement Plan for Employees and Representatives of Woodmenlife's numbers.

  • By total assets, Retirement Plan for Employees and Representatives of Woodmenlife ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Nebraska. Compare plans
  • Woodmen of the World Insurance Society's sponsor-wide assets have grown 19.0% since 2022 across 3 plan years on file. More Finance & Insurance plans